Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Baker is a registered representative with State Farm Investment Management Corp. Carl has been working in the financial industry since 1998. Carl is licensed to provide investment advice in Florida, Indiana, and Ohio. Carl is also a registered investment adviser in Ohio. In addition to providing investment advice, Carl also operates Carl Baker's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
08/15/2018 - Present
State Farm Investment Management Corp. (Fairborn OH)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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